Planning Consultant

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Location: Monterey, CA

Salary Range: $/yr - $/yr

Employment Type: Full-time

Seniority Level: Mid-Senior level

We are looking for a Planning Consultant to join our team in Monterey, CA. This role involves supporting 3-4 financial producers by creating and implementing financial plans for clients within a specific geographical area. Responsibilities include conducting pre/post appointment follow-ups and helping advisors uncover new opportunities. The ideal candidate must be detail-oriented and capable of managing multiple tasks, as each advisor manages a book of 300-400 households.

• 1-3 years of financial planning experience
• Experience with planning and financial consulting
• Active Series 7 & Series 63 licenses (not expiring within 6 months), or Series 7, 63, and 65 licenses
• Experience selling financial services and assisting with trades
• Experience creating financial plans for financial consultants
• Familiarity with planning software
• Charismatic personality and deadline-driven mindset
• Strong relationship-building skills

• Vision insurance
• Medical insurance
• Pension plan
• 401(k)

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